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Erin Woo @ The Information · 03/02/2026 10:00 EDT

The Loopholes in OpenAI’s Pentagon Deal

What a weekend! Anthropic is now poised to sue the Pentagon, after being labeled a “supply chain risk,” while OpenAI has its own agreement allowing the agency to use OpenAI’s models in “classified environments.”There are still plenty of unanswered questions, including how big of a business risk being designated a “supply chain risk” poses for Anthropic (for more on that, see here). But what’s now become clear is that OpenAI’s... Read more ›

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The Information
Juro Osawa @ The Information · 03/02/2026 09:00 EDT

China’s MiniMax More Than Doubles Revenue in 2025

Chinese AI developer MiniMax said Tuesday that its revenue more than doubled to $79 million last year, from about $30 million in 2024, driven by the growth of its Hailuo AI video generation app and other products. In its first earnings announcement since its initial public offering in January, ... Read more ›

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Wayne Ma @ The Information · 03/02/2026 09:00 EDT

Apple Discusses Google Hosting New Siri as Need for Cloud Help Grows

In January, when Apple announced an agreement to use Google’s Gemini models in Apple products, it was an admission that the iPhone maker hasn’t been able to compete in AI on its own over the past couple years. But the deal also showed that Apple is again relying on an outside company to help it with another deficiency: in cloud computing. Now there’s a chance Apple could deepen its cloud... Read more ›

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Theo Wayt @ The Information · 03/02/2026 08:24 EDT

SpaceX is aiming to launch a new generation of satellites next year that will use the spectrum licenses it’s buying from EchoStar to offer a more powerful version of its direct-to-cell service, company executives said in a conference presentation on Monday. The new satellites, called Starlink ... Read more ›

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Laura Mandaro @ The Information · 03/02/2026 01:50 EDT

OpenAI CEO Sam Altman Defends Pentagon Agreement

OpenAI CEO Sam Altman said late Saturday that the company’s recent agreement to supply the Pentagon with AI models would fall within the company’s own “redlines” limiting how it’s used in military situations, but he argued that it was appropriate the government—not the company—would have the ... Read more ›

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Wayne Ma @ The Information · 03/02/2026 00:49 EDT

Nvidia to Announce New Chip With Groq’s Technology

Nvidia is expected to announce a new chip later this month using technology from startup Groq, The Wall Street Journal reported late Friday. The chip is aimed at speeding up inference computing, the term for running AI on servers after AI models have been fully developed, the newspaper said. The ... Read more ›

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The Information
Martin Peers @ The Information · 03/01/2026 18:00 EDT

What OpenAI Saw That Anthropic Didn’t

Before we get to the scheduled events for this coming week—Mobile World Congress in Barcelona, starring SpaceX, as well as Apple’s master class in hyping product releases—we should acknowledge just how much of a turn the AI debate has taken from humdrum concerns about spending. Friday night’s decision by the Trump administration to declare war on Anthropic, a day before it went to war with Iran, puts the spotlight on... Read more ›

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Julia Hornstein @ The Information · 03/01/2026 11:00 EDT

Thrive, Andreessen Horowitz Head Fastest-Growing VC Firms

The biggest venture capital funds are getting even bigger. In the past three years, the top firms have raised billions of dollars—in some cases more than half the total amount they’ve raised in their lifetimes. Take Thrive Capital, which in February said it had raised $10 billion in new funds. The backer of OpenAI and Stripe has raised roughly $18 billion since 2023—about 70% of the money it’s taken in... Read more ›

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The Information
Abram Brown @ The Information 1 place · 02/28/2026 11:38 EDT

Weekend: AI, Land of Make-Believe

Welcome, Weekenders! In this newsletter:• The Big Read: What Anthropic’s Pentagon feud means across Silicon Valley• Artificial Intelligence: Otters, Minesweeper and Will Smith’s spaghetti dinner—the at-home tests for judging AI’s abilities• Plus, Recommendations—our weekly pop culture picks: “Murder at the U,” “End of Days” and “How to Get to Heaven From Belfast”A couple days ago, a piece of science fiction caused a good amount of fuss, with Citrini Research’s “thought... Read more ›

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The Information
Rocket Drew @ The Information 2 place · 02/28/2026 09:00 EDT

Lost on AI’s Advancements? Just Watch Will Smith Eat Spaghetti

In 2022, Ethan Mollick, an AI researcher and University of Pennsylvania professor, found himself needing to amuse his daughter on a boring plane ride. For some help, he turned to what he knows best and began prompting Midjourney’s latest model to generate an image of an otter—his daughter’s favorite animal. Taking inspiration from their current predicament, he then asked the model to imagine the otter stuck on a plane. The... Read more ›

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The Information
Rocket Drew @ The Information 3 place · 02/27/2026 22:52 EDT

A rapid escalation of a dispute between Anthropic and the Department of Defense over military use of its AI models has threatened to cut off Anthropic from wide swathes of its customers, after Defense Secretary Pete Hegseth moved to declare Anthropic a “supply chain risk” on Friday. But the government’s threat to bar military contractors from any commercial relationship with Anthropic—which presumably would include its massive cloud partners Amazon, Google... Read more ›

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Erin Woo @ The Information · 02/27/2026 18:40 EDT

Defense Secretary Hegseth Declares Anthropic Supply Chain Risk, Cutting It Off From Military Contractors

Defense Secretary Pete Hegseth on Friday declared Anthropic a supply chain risk, an extraordinary sanction against an American company that is usually reserved for foreign adversaries. “Effective immediately, no contractor, supplier, or partner that does business with the United States military ... Read more ›

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Yueqi Yang @ The Information · 02/27/2026 18:33 EDT

Crypto VC Giant Paradigm Raising Up to $1.5 Billion for New Fund

Crypto venture firm Paradigm is raising as much as $1.5 billion for a new fund that will invest in broader tech including artificial intelligence and robotics, The Wall Street Journal reported, citing people familiar with the situation. The move comes as more crypto firms and investors are ... Read more ›

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The Information
Rocket Drew @ The Information · 02/27/2026 17:52 EDT

OpenAI Fires Employee for Prediction Market Trades

OpenAI earlier this year fired an employee for trading on prediction markets using confidential company information in violation of company policies after an investigation, according to a spokesperson for the company. CEO of Applications Fidji Simo announced the termination to employees earlier ... Read more ›

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Erin Woo @ The Information · 02/27/2026 16:24 EDT

Trump Directs Federal Agencies To Stop Using Anthropic’s AI

President Donald Trump said on Friday afternoon that he was directing every U.S. federal agency to stop using Anthropic’s technology, further escalating a feud between Anthropic and the Pentagon over Anthropic’s refusal to drop its AI safeguards. Trump’s statement came an hour before a deadline ... Read more ›

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The Information
Stephanie Palazzolo @ The Information · 02/27/2026 13:56 EDT

OpenAI to Raise an Additional $10 Billion in Funding From Financial Investors

OpenAI expects to raise an additional $10 billion from financial investors by the end of March, adding to the $110 billion it’s secured from SoftBank, Amazon and Nvidia, according to a person with knowledge of the discussions. That additional funding will bring OpenAI’s post-investment valuation ... Read more ›

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Aaron Holmes @ The Information · 02/27/2026 13:38 EDT

What OpenAI’s New Deals Mean for Amazon, Microsoft and Nvidia

OpenAI’s wide-ranging partnership with Amazon, announced on Friday as part of a bigger series of funding agreements valuing the company at $730 billion before the investment, means the ChatGPT creator will soon have two of the three biggest cloud firms pitching its services. But can both Amazon and Microsoft get a big boost without encroaching on each other’s territory? Then there’s the impact on Nvidia, which is putting in $30... Read more ›

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The Information
Erin Woo @ The Information · 02/27/2026 10:34 EDT

Military Worries Simmer at OpenAI, Google As Anthropic Hits Stalemate With Pentagon

The conflict between Anthropic and the Department of Defense over how the Pentagon can use the startup’s AI has turned into a standoff. The agency has given the company a Friday evening deadline to give it unfettered access to its technology—or else be cut off from working with military contractors. Anthropic CEO Dario Amodei continues to refuse to do so. “Threats do not change our position,” he wrote in a... Read more ›

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The Information
Aaron Holmes @ The Information · 02/27/2026 09:57 EDT

OpenAI Branches Out from Microsoft with New Products Exclusively For Amazon’s Cloud

OpenAI’s agreement with Amazon, announced on Friday, means that it will build applications that will be exclusively available on Amazon’s cloud platform after previously offering most of its products on Microsoft’s Azure cloud. OpenAI and Amazon will work together on new AI agent products, and ... Read more ›

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The Information
Laura Mandaro @ The Information · 02/27/2026 09:55 EDT

OpenAI Lines Up $110 Billion in Funding From Amazon, Nvidia, SoftBank

OpenAI said Friday it had secured $110 billion in new investment at a valuation of $730 billion before the new money, largely from existing investor SoftBank as well as two tech companies— Amazon and Nvidia—with which it announced commercial partnerships. SoftBank and Nvidia will each invest $30 ... Read more ›

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